Invesco Exchange W&p 500 Qualit equities shares owned by Sigma Planning
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 71k | 73.29 |
| 2025-06-30 | $4.5M | 63k | 71.26 |
| 2025-03-31 | $1.4M | 21k | 66.34 |
| 2024-12-31 | $1.2M | 18k | 67.03 |
| 2024-09-30 | $1.1M | 17k | 67.27 |
| 2024-06-30 | $749k | 12k | 63.54 |
| 2024-03-31 | $706k | 12k | 60.42 |
| 2023-12-31 | $378k | 7.0k | 54.08 |
| 2023-09-30 | $530k | 11k | 50.04 |
| 2023-06-30 | $467k | 9.3k | 50.45 |
| 2023-03-31 | $461k | 9.7k | 47.32 |
| 2022-12-31 | $375k | 8.5k | 44.00 |
| 2022-09-30 | $258k | 6.5k | 39.69 |
| 2022-06-30 | $1.5M | 36k | 42.01 |
| 2022-03-31 | $1.7M | 34k | 49.92 |
| 2021-12-31 | $707k | 13k | 53.19 |
| 2021-09-30 | $490k | 10k | 48.51 |
| 2021-06-30 | $449k | 9.2k | 48.58 |
| 2021-03-31 | $409k | 9.2k | 44.33 |
| 2020-12-31 | $314k | 7.5k | 42.05 |
| 2020-09-30 | $619k | 16k | 38.66 |
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